Aldrin Hewakopara is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through several positions including Planning Consultant, Workplace Planning & Guidance Consultant I, and Financial Associate. His professional experience encompasses various aspects of financial planning and client guidance within Fidelity Investments. Aldrin is committed to personalized financial planning and building long-term client relationships aligned with the firm's values. Details regarding Aldrin's education, credentials, personal interests, or community involvement have not been provided.

Kenneth Zimmerman is a CFA charterholder with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Foreside Fund Services, LLC and WisdomTree Asset Management, Inc. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Baer is a CFP® professional with 32 years of industry experience, currently working at Edward Jones since 1994. He holds a Series 63 license and serves as a board member for the Salvation Army of Wake County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Brendan Rodden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Denisse Soto Cruz is a financial advisor at Merrill in Chapel Hill, NC, holding a Series 66 designation with 15 years of experience at the firm since 2011. Outside of her advisory role, she is a co-owner of a family rental property in Graham, North Carolina. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nathan Grooms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and technology-driven solutions.

Robert Larose is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America, Merrill, Wal-Mart, and TJMaxx. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Shovlain is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. since 2017 and Furniture Fair from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Openshaw is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Courtney Peters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Ward and Smith, P.A. and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Henry Fiumara is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves on homeowner association boards in Cary, providing governance and administrative oversight. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to client goals and risk tolerance.

Thomas Holtz is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at McKinney for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Will Hale is an Investment Solutions Representative III at Fidelity Investments. In his role, he assists clients and their families in navigating their financial lives by co-creating and developing tailored financial plans that align with their goals, priorities, and preferences. He has progressed through various positions at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relationship Advocate. This experience has contributed to his expertise in investment solutions and client service within the financial industry. Outside of his professional responsibilities, Will Hale enjoys family activities, fishing, fitness, football, social events with friends, and traveling.

Brandi Beghtel is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at the YMCA as a fitness instructor and positions in other sectors such as automotive and wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Andres Quezada is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Relationship Manager, Financial Representative II, Workplace Planning and Guidance Consultant I, and Defined Contribution Representative II. In his role, Andres partners with clients to develop financial plans aimed at meeting their goals and needs. He focuses on creating financial plans that are straightforward and seeks ongoing opportunities to improve these plans through continuous collaboration throughout clients' lives and careers.

Nathan Davidson is a CFP® with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Ameriprise Financial Services, Inc. and has been involved with Davidson & Sons, Inc. since 2007, where he also provides tax planning and consultation services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by asset-allocation analysis and firm research.

Amee Earl is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, with prior service also at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment options. The firm’s advisory process is IPS-driven and includes a range of investment products such as insurance-related vehicles and bank deposit sweep options.

Calvin Williamson III is a financial advisor with Raymond James Financial in Durham, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 16 years. Outside of his advisory role, Williamson is involved in several business ventures, including co-owning an LLC focused on recruiting advisors and owning an agriculture-related LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations across various account types.

Alisha Byrd is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings nearly a decade of experience in financial planning, focusing on areas such as college education planning, small business strategies, and women and wealth. Alisha's approach to wealth management involves prioritizing client goals and collaborating on tailored wealth plans to achieve financial freedom for individuals, families, and businesses. Alisha holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Originally from Los Angeles and raised in Charlotte, she has professional experience that includes working as an Investment Consultant with Fidelity Investments. Beyond her professional career, Alisha is involved in community activities such as Better Money Habits at Bank of America, Merrill Women's Exchange, and the National Association of Women Business Owners (NAWBO). She enjoys running, soccer, spending time with her family, and traveling.